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Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
LI
851
LRI Investments
Florida
$7.22K – – –
HIA
852
Harbor Investment Advisory
Maryland
$6.23K – – –
HHGA
853
Halbert Hargrove Global Advisors
California
$6.14K – – –
FMP
854
Financial Management Professionals
Texas
$5.15K – – –
KGP
855
Keystone Global Partners
Colorado
$4.81K – – –
BIG
856
Brooklyn Investment Group
New York
$4.65K – – –
BAM
857
Bellevue Asset Management
Washington
$4.23K – – –
PWMG
858
Private Wealth Management Group
New Jersey
$3.74K – – –
AGWCA
859
Annis Gardner Whiting Capital Advisors
Florida
$3.52K +$710 +27 +27%
BWM
860
Bullock Wealth Management
Indiana
$3.24K -$24.7K -939 -89%
FDW
861
Fourth Dimension Wealth
Ohio
$3.13K – – –
EWA
862
EverSource Wealth Advisors
Alabama
$3.07K – – –
AIA
863
Armor Investment Advisors
North Carolina
$2.74K – – –
RA
864
Rise Advisors
New York
$2.62K -$5.15K -196 -67%
TPWA
865
Twin Peaks Wealth Advisors
California
$1.84K +$1.71K +65 New
HPIA
866
Hamilton Point Investment Advisors
North Carolina
$1.66K – – –
NMG
867
New Millennium Group
Utah
$1.66K – – –
TPCW
868
TD Private Client Wealth
New York
$1.33K +$1.26K +48 New
BFPW
869
BOK Financial Private Wealth
Colorado
$1.25K – – –
CCMW
870
Cypress Capital Management (Wyoming)
Wyoming
$1.25K – – –
HFS
871
Hopwood Financial Services
Virginia
$1.19K – – –
TCOV
872
Trust Company of Vermont
Vermont
$1.02K – – –
KG
873
Kilter Group
New York
$1.01K +$972 +37 New
CMP
874
Coston McIsaac & Partners
Maine
$1K – – –
SIS
875
Sound Income Strategies
Florida
$996 – – –
33 34
35
36 37